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$5+ trillion
In invested assets globally
As of 11/07/2023
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Tom has forty-three years of financial experience, with the last 17 at UBS Financial Services. Tom's primary focus is managing investments for affluent families, especially in retirement years.
He attended DePaul University's Business School, obtaining a bachelor's degree in finance and accounting. He has achieved Series 7, Series 66, Series 63, and an insurance license.
Tom is married and has three children and nine grandchildren, who live in the Chicago area, and with whom much time is spent together. Tennis and exercise are long time interests. For the past 14 years, Tom has been the Treasurer for the Legacy Club Homeowners' Association and the Treasurer for the Hybernia Homeowners' Association in Highland Park, Illinois.
Education
Senior Vice President–Wealth Management
Tom has forty-three years of financial experience, with the last 17 at UBS Financial Services. Tom's primary focus is managing investments for affluent families, especially in retirement years.
He attended DePaul University's Business School, obtaining a bachelor's degree in finance and accounting. He has achieved Series 7, Series 66, Series 63, and an insurance license.
Tom is married and has three children and nine grandchildren, who live in the Chicago area, and with whom much time is spent together. Tennis and exercise are long time interests. For the past 14 years, Tom has been the Treasurer for the Legacy Club Homeowners' Association and the Treasurer for the Hybernia Homeowners' Association in Highland Park, Illinois.
Education
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$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
